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Heritage Wealth Management (Arizona)’s FS KKR Capital FSK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$233K Buy
13,286
+6,049
+84% +$112K 0.03% 317
2022
Q3 		$123K Sell
7,237
-2,239
-24% -$46.7K 0.04% 305
2022
Q2 		$184K Sell
9,476
-7,413
-44% -$157K 0.06% 251
2022
Q1 		$385K Buy
+16,889
New +$374K 0.1% 157
2021
Q3 		$617K Sell
28,007
-5,925
-17% -$131K 0.22% 78
2021
Q2 		$730K Buy
33,932
+33,043
+3,717% +$708K 0.28% 75
2021
Q1 		$18K Buy
+889
New +$16.5K 0.01% 502

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KKRC
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OHA
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Commonwealth Equity Services
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VanEck Associates
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LPL Financial
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Morgan Stanley
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Cambridge Investment Research Advisors
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Legal & General Group
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Osaic Holdings
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